SPECIALIZING IN BUSINESS 401(K) SERVICE
FOR SMALL & MID-SIZE BUSINESSES
Customized service and support for 401(k) plan management
Save Time Managing 401(k) 401(k) InvestmentsWe Specialize in Business 401(k). Period.
We are one of the nation's largest investment advisers serving small and mid-sized businesses, and an institutional money manager. Our dedicated team of 401(k) professionals take the time to understand your business needs. You and your employees will benefit from a custom 401(k) solution.
A service model designed for you and your employees.
Our dedicated support team consists of 401(k) professionals--and that's what we specialize in. We want you and your employees to meet your retirement goals and the resources we offer your business reflect that mission.
Common Reasons Businesses Make A Switch
Save More On Taxes
Failed Compliance Testing
Low Employee Participation
Service Failures & Fees
Deliver more value to employees with a 401(k) plan adviser who focuses on your business.
POPULAR CONTENT
SEE BLOGS401(k) Types
Safe Harbor 401(k)
A Safe Harbor 401(k) plan is a type of 401(k) with an employer match that allows you to avoid most annual compliance tests.
401(k) Fees
What is a 408(b)(2)?
A Safe Harbor 401(k) plan is a type of 401(k) with an employer match that allows you to avoid most annual compliance tests.
401(k) Types
Types of Profit Sharing Plans
Profit sharing 401(k) plans work like this: A business sets aside a portion of its pre-tax profits to contribute to their employees’ retirement accounts.
401(k) Administration
Former Employees with a 401(k) Balance
Your business can spend a lot of extra time and money over the years if former employees choose to keep their savings in your 401(k) plan.
HELPING SMALL & MEDIUM-SIZED COMPANIES
Read About Our Clients' Experiences
View Case Studies
Client logos and names are as of 2/07/2019. SEC Regulatory Disclaimer: Case studies are selected based on how they illustrate common 401(k) plan goals. It is not known whether the clients approve or disapprove of Fisher Investments 401(k) Solutions or the services provided.
401(k) RESOURCE LIBRARY
Go to the 401(k) Resource library to access helpful in-depth articles, videos and tools that support professionals who manage their company's 401(k) plan. Education and training make managing a 401(k) plan easier, while helping improve the retirement outcomes of employees.
401(K) BLOG
Stay up to date on 401(k) trends with the Fisher Investments 401(k) Solutions blog. Published regularly, articles cover 401(k) topics like how to increase employee participation, how to set up a 401(k) and news-related items.
Let's talk about your company's 401(k) needs
We'll be happy to work with you to tailor a solution or just answer your questions.
THE FIRST STEP WAS REACHING OUT
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